Sightline Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Sightline Wealth Advisors, LLC

$231 Million
Q4 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 4,314 shares of IWM stock, worth $1.02 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

4,314

Previous 4,197 2.79%

Holding current value

$1.02 Million

Previous $1.02 Million 0.89%

% of portfolio

0.44%

Previous 0.46%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$236.79 - $250.33 $27,704 - $29,288	117 Added 2.79%	4,314 $1.02 Million
Q3 2025 Nov 03, 2025	SELL	$214.92 - $244.84 $113,477 - $129,275	-528 Reduced 11.17%	4,197 $1.02 Million
Q2 2025 Jul 15, 2025	SELL	$174.82 - $215.79 $64,858 - $80,058	-371 Reduced 7.28%	4,725 $1.02 Million
Q1 2025 Apr 29, 2025	SELL	$198.1 - $229.79 $6,735 - $7,812	-34 Reduced 0.66%	5,096 $1.02 Million
Q4 2024 Jan 13, 2025	BUY	$216.13 - $242.4 $2,809 - $3,151	13 Added 0.25%	5,130 $1.13 Million

Q3 2024 Oct 21, 2024	BUY	$200.87 - $224.6 $2,812 - $3,144	14 Added 0.27%	5,117 $1.13 Million
Q2 2024 Aug 02, 2024	BUY	$192.84 - $209.44 $3,085 - $3,351	16 Added 0.31%	5,103 $1.04 Million
Q1 2024 Apr 24, 2024	BUY	$189.48 - $210.3 $1,894 - $2,103	10 Added 0.2%	5,087 $1.07 Million
Q4 2023 Jan 23, 2024	BUY	$162.21 - $204.82 $47,040 - $59,397	290 Added 6.06%	5,077 $1.02 Million
Q3 2023 Nov 01, 2023	BUY	$174.36 - $198.71 $1,917 - $2,185	11 Added 0.23%	4,787 $846,000
Q1 2023 May 02, 2023	SELL	$170.25 - $198.32 $345,267 - $402,192	-2,028 Reduced 29.81%	4,776 $852,000
Q4 2022 Jan 26, 2023	BUY	$166.81 - $188.05 $47,040 - $53,030	282 Added 4.32%	6,804 $0
Q3 2022 Oct 26, 2022	BUY	$164.17 - $201.07 $15,267 - $18,699	93 Added 1.45%	6,522 $1.1 Million
Q2 2022 Jul 15, 2022	BUY	$163.9 - $207.91 $330,094 - $418,730	2,014 Added 45.62%	6,429 $1.08 Million
Q1 2022 Apr 29, 2022	BUY	$191.52 - $225.32 $99,398 - $116,941	519 Added 13.32%	4,415 $906,000
Q4 2021 Jan 26, 2022	BUY	$212.12 - $242.56 $46,242 - $52,878	218 Added 5.93%	3,896 $875,000
Q3 2021 Oct 25, 2021	SELL	$211.73 - $231.39 $63,730 - $69,648	-301 Reduced 7.56%	3,678 $805,000
Q2 2021 Jul 22, 2021	BUY	$211.85 - $232.89 $22,879 - $25,152	108 Added 2.79%	3,979 $913,000
Q1 2021 May 10, 2021	BUY	$193.5 - $234.42 $29,025 - $35,163	150 Added 4.03%	3,871 $859,000
Q4 2020 Feb 02, 2021	BUY	$152.18 - $199.14 $566,261 - $740,999	3,721 New	3,721 $729,000

Others Institutions Holding IWM

# of Institutions

3,066

Shares Held

287M

Call Options Held

194M

Put Options Held

486M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Account

Sightline Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History